Driscoll Financial provides financial planning, financial consulting, and investment management services. They offer both discretionary and non-discretionary asset management. They may hire sub-advisors to manage client assets. Driscoll Financial also provides limited scope services to retirement plans. William Driscoll is also a licensed insurance agent and may offer insurance products to clients.
Assets Under Management$9.8M
Clients61
Advisors1
Avg. per Client$160K
Avg. per Advisor$9.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When utilizing Great Oak Capital Partners, the client will pay a quarterly investment advisory fee at the annual rate of 0.25%, in addition to Driscoll Financial’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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